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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $52.2B
1-Year Est. Return 40.82%
This Fund
S&P 500
This Quarter Est. Return
+10.62%
1 Year Est. Return
+40.82%
3 Year Est. Return
+127.89%
5 Year Est. Return
+169.31%
10 Year Est. Return
+639.41%
AUM
$43.5B
AUM Growth
+$2.64B
Cap. Flow
-$751M
Cap. Flow %
-1.72%
Top 10 Hldgs %
35.47%
Holding
2,607
New
56
Increased
1,180
Reduced
588
Closed
58

Top Buys

Rank Stock Value
1
BAC icon
Bank of America
BAC
+$172M
2
TSLA icon
Tesla
TSLA
+$117M
3
ORCL icon
Oracle
ORCL
+$60.5M
4
CVS icon
CVS Health
CVS
+$60.1M
5
CRS icon
Carpenter Technology
CRS
+$40.4M

Top Sells

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$263M
2
MSFT icon
Microsoft
MSFT
+$98.2M
3
NVDA icon
NVIDIA
NVDA
+$68.4M
4
MCD icon
McDonald's
MCD
+$66.2M
5
UNH icon
UnitedHealth
UNH
+$60.4M

Sector Composition

Rank Sector Weight
1 Technology 32.02%
2 Financials 17.25%
3 Consumer Discretionary 9.83%
4 Healthcare 9.66%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SITM icon
1376
SiTime
SITM
$20.7B
$817K ﹤0.01%
2,710
– –
ROCK icon
1377
Gibraltar Industries
ROCK
$1.45B
$816K ﹤0.01%
12,998
-791
-6% -$49.5K
VRRM icon
1378
Verra Mobility
VRRM
$731M
$815K ﹤0.01%
33,008
+5,799
+21% +$143K
CNR
1379
Core Natural Resources Inc
CNR
$4.64B
$815K ﹤0.01%
9,764
– –
LMND icon
1380
Lemonade
LMND
$4.1B
$812K ﹤0.01%
15,170
+3,299
+28% +$161K
ESRT icon
1381
Empire State Realty Trust
ESRT
$836M
$811K ﹤0.01%
105,818
+17,990
+20% +$138K
NG icon
1382
NovaGold Resources
NG
$3.4B
$811K ﹤0.01%
91,687
+9,387
+11% +$57.4K
NCNO icon
1383
nCino
NCNO
$2.26B
$810K ﹤0.01%
29,889
– –
WRBY icon
1384
Warby Parker
WRBY
$3.2B
$809K ﹤0.01%
29,344
– –
MEOH icon
1385
Methanex
MEOH
$4.19B
$806K ﹤0.01%
20,275
+4,529
+29% +$161K
SPR
1386
DELISTED
Spirit AeroSystems
SPR
$804K ﹤0.01%
20,831
– –
BXMT icon
1387
Blackstone Mortgage Trust
BXMT
$2.44B
$804K ﹤0.01%
43,667
+2,803
+7% +$54.1K
HHH icon
1388
Howard Hughes
HHH
$4.04B
$801K ﹤0.01%
9,754
+825
+9% +$61.1K
RLJ icon
1389
RLJ Lodging Trust
RLJ
$1.67B
$801K ﹤0.01%
111,276
-4,276
-4% -$32.2K
SFBS
1390
ServisFirst Bancshares
SFBS
$5B
$801K ﹤0.01%
9,945
– –
COMP icon
1391
Compass
COMP
$10.2B
$800K ﹤0.01%
99,653
+6,655
+7% +$53.9K
TFPM icon
1392
Triple Flag Precious Metals
TFPM
$6.45B
$799K ﹤0.01%
27,317
+2,352
+9% +$60.8K
SARO
1393
StandardAero Inc
SARO
$8.97B
$799K ﹤0.01%
29,284
+6,946
+31% +$195K
FCF icon
1394
First Commonwealth Financial
FCF
$2.19B
$799K ﹤0.01%
46,857
– –
YETI icon
1395
Yeti Holdings
YETI
$3.44B
$798K ﹤0.01%
24,064
+1,707
+8% +$59.7K
NEU icon
1396
NewMarket
NEU
$8.72B
$798K ﹤0.01%
963
– –
BB icon
1397
BlackBerry
BB
$5.27B
$797K ﹤0.01%
163,354
– –
WWW icon
1398
Wolverine World Wide
WWW
$1.63B
$797K ﹤0.01%
29,047
+13,307
+85% +$350K
ALRM icon
1399
Alarm.com
ALRM
$2.74B
$796K ﹤0.01%
15,004
+1,293
+9% +$72.2K
IIPR icon
1400
Innovative Industrial Properties
IIPR
$1.67B
$796K ﹤0.01%
14,851
-381
-3% -$20.7K
54 55
56
57 58

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Zurich Cantonal Bank's Q3 2025 Portfolio in Review

As of Q3 2025, Zurich Cantonal Bank held 2,607 positions worth $43.5B, up 6.4% from $40.9B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 4.4%. Zurich Cantonal Bank opened 56 new positions and exited 58, leaving the 2,607-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Zurich Cantonal Bank's largest Q3 2025 buy was Paramount Skydance Corp: 139,876 shares worth $2.65M.
  • Zurich Cantonal Bank added most to Bank of America in Q3 2025, an estimated $172M increase.
  • Zurich Cantonal Bank's biggest Q3 2025 reduction was UBS Group, cutting an estimated $263M.
  • Zurich Cantonal Bank fully exited Ansys in Q3 2025, selling an estimated $18.3M.
  • Zurich Cantonal Bank's ten largest holdings make up 35% of its $43.5B portfolio in Q3 2025.
  • Zurich Cantonal Bank opened 56 new positions and closed 58 in Q3 2025.
  • Zurich Cantonal Bank's portfolio value rose 6.4% quarter-over-quarter to $43.5B.

Based on Zurich Cantonal Bank's 13F filing for Q3 2025, filed 14 Nov 2025.